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Integrated Wealth Concepts LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on SCHC, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 66,986 SCHC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 66,986 shares
    Change vs previous 13F -843 shares

    0.02% of the 13F portfolio, value $3,223,367.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 67,829 shares
    Change vs previous 13F -3,632 shares

    0.03% of the 13F portfolio, value $3,170,321.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,461 shares
    Change vs previous 13F -2,076 shares

    0.04% of the 13F portfolio, value $3,253,614.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,537 shares
    Change vs previous 13F +3,316 shares

    0.03% of the 13F portfolio, value $3,346,671.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,221 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $2,990,728.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,092 shares
    Change vs previous 13F -726 shares

    0.03% of the 13F portfolio, value $2,514,911.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,818 shares
    Change vs previous 13F +4,346 shares

    0.03% of the 13F portfolio, value $2,431,174.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,561,178.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).